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Advisors Asset Management, Inc.: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on EPD, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 263,679 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,679 shares
    Change vs previous 13F +8,206 shares

    0.15% of the 13F portfolio, value $9,692,840.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 255,473 shares
    Change vs previous 13F +11,345 shares

    0.16% of the 13F portfolio, value $9,667,098.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 244,128 shares
    Change vs previous 13F +14,217 shares

    0.13% of the 13F portfolio, value $7,826,744.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 229,911 shares
    Change vs previous 13F +38,660 shares

    0.12% of the 13F portfolio, value $7,189,317.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 191,251 shares
    Change vs previous 13F +26,663 shares

    0.11% of the 13F portfolio, value $5,930,694.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 164,588 shares
    Change vs previous 13F +41,519 shares

    0.11% of the 13F portfolio, value $5,619,034.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 123,069 shares
    Change vs previous 13F +40,198 shares

    0.07% of the 13F portfolio, value $3,859,444.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 82,871 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,412,375.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).